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<Research>Daiwa: 2026 CN Corporate Earnings Recovery May Accelerate but Not Well-rounded
Daiwa said in a report that revenue and earnings of Chinese enterprises saw a renewed deterioration in YoY growth in 2025; only AI, precious metals and insurance sectors led the ma...
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<Research>Daiwa: 2026 CN Corporate Earnings Recovery May Accelerate but Not Well-rounded
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Daiwa said in a report that revenue and earnings of Chinese enterprises saw a renewed deterioration in YoY growth in 2025; only AI, precious metals and insurance sectors led the market, while cyclical sectors generally lagged. Although earnings growth was expected to improve in 2026, the current double-digit consensus face downward revision pressure.

Among leading growth sectors were AI-related segments including semiconductors and tech components such as Foxconn, VGT (02476.HK)  -14.400 (-4.063%)   , CAMBRICON (688256.SH)  -51.580 (-4.092%)   ; electrical equipment maker SIEYUAN ELEC (002028.SZ)  -12.800 (-6.312%)   ; internet platforms BABA-W (09988.HK)  -5.600 (-4.061%)    Short selling $1.91B; Ratio 15.870%   and TENCENT (00700.HK)  +1.500 (+0.330%)    Short selling $1.56B; Ratio 12.851%   ; beneficiaries of rising commodity prices, including ZIJIN MINING (02899.HK)  -2.060 (-5.535%)    Short selling $384.06M; Ratio 14.204%   owing to higher precious metal prices; and TIANQI LITHIUM (09696.HK)  -2.600 (-4.526%)    Short selling $56.43M; Ratio 11.942%   as the gap between lithium costs and selling prices narrows; and capital market beneficiaries, mainly insurers and brokers such as CHINA LIFE (02628.HK)  0.000 (0.000%)    Short selling $605.03M; Ratio 42.521%   and CHINA TAIPING (00966.HK)  -0.360 (-1.627%)    Short selling $11.70M; Ratio 7.238%   .

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Lagging growth sectors were primarily cyclical industries, with upstream raw materials including oil and coal such as YANKUANG ENERGY (01171.HK)  +0.140 (+0.977%)    Short selling $45.96M; Ratio 12.130%   and CHINA SHENHUA (01088.HK)  +0.100 (+0.225%)    Short selling $157.07M; Ratio 36.560%   . In addition, property- and consumption-related sectors, including real estate, building materials, tourism and beverages such as KWEICHOW MOUTAI (600519.SH)  -9.220 (-0.687%)   , have underperformed. While consumption stimulus policies have been effective in certain areas such as home appliances, the macro-level "deflationary spiral" persists, and the unresolved property crisis continues to hinder a cyclical recovery.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-15 16:25.) (A Shares quote is delayed for at least 15 mins.)

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